Marathon Insights - October 5, 2026
From our perspective, the bigger issue is not simply whether the market is going up or down, but how broad that strength really is. A relatively small group of companies can keep the major indices looking healthy even while the average stock struggles. That makes company fundamentals increasingly important, particularly in an environment where higher rates are putting more pressure on businesses with weaker balance sheets, less predictable cash flow, or aggressive valuations.
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